Tali FAQ Articles
Tali FAQ Articles
41 articles
- How can I add interest and charges made by my bank?Add interest and bank charges made by the bank
- How can I correct the value of a cashed cheque?Correct the value of a cashed cheque
- How can I see my account balances?See account balances
- How can I see information from a previous closed year?See information from a previous closed year
- How can I see what transactions are owed at period end?See transactions owed at period end
- How can I see who has or hasn't paid?See who's paid and who hasn't
- How can I select a different bank account to reconcile?Select a different bank account to reconcile
- How can I update staff members?Update staff members
- How do I cancel a paying-in slip?Cancel a paying-in slip
- How do I cancel items from a previous year?Cancel items from a previous year
- How do I cancel transactions?Cancel transactions
- How do I change my school / academy name?Change your school or academy name
- How do I change to a new bank?Change to a new bank
- How do I configure my browser?Configure browsers
- How do I deal with a duplicated cheque or paying-in slip number?Sort out duplicated cheque numbers
- How do I deal with unpresented cheques/direct debits/creditsDeal with unpresented cheques, direct debits and credits
- How do I draw a cheque for cash?Draw a cheque for cash
- How do I import Parentmail transactions?Importing ParentMail transactions
- How do I import Schoolcomms transactions?Importing Schoolcomms transactions
- How do I manage accounts?Manage accounts
- How do I manage names?Manage names
- How do I mark leavers as out of use?Mark leavers out of use
- How do I process an Oracle transaction from the City of Edinburgh so I can reconcile my bank account?Process Oracle transactions from City of Edinburgh
- How do I reconcile all my banks for period end?Reconcile all banks for period end
- How do I record the Universal Infant Free School Meals (UIFSM) being taken?Record universal infant free school meals (UIFSM) being taken
- How do I record unpresented debits and credits processed in a previous version so I can reconcile my bank statement?Record unpresented debits and credits processed in a previous version in order to reconcile bank statement
- How do I remove duplicated transactions?Remove duplicated transactions
- How do I reprint income or expenditure transactions?Reprinting income or expenditure transactions
- How do I reprint paying-in slips?Reprint paying-in slips
- How do I resolve a bounced cheque?Resolve bounced cheques
- How do I resolve transactions not being imported?Resolve transactions not being imported
- How do I reverse uncashed cheques?Reverse uncashed cheques
- How do I see unreconciled items?See unreconciled items
- How do I set up for Universal Infant Free School Meals (UIFSMs)?Set up for Universal Infant Free School Meals
- How do I split income and expenditure?Splitting income and expenditure
- How do I transfer amounts?Transfer amounts between accounts and names
- How do I unreconcile a bank statement?Unreconcile a bank statement
- How do I update my student names?Update student names from Sims (or any MIS) manually
- How do I update the Register App?Update the Register App
- How does Gift Aid work?How Gift Aid Works in Tali
- What should I do if I think that transactions are not being imported automatically?Resolve transactions not being imported automatically in Tali